Allegro MicroSystems, Inc. (ALGM) Q4 2025 Earnings Call Transcript

2025-05-08 14:57:52 ET

Allegro MicroSystems, Inc. (ALGM)

Q4 2025 Earnings Call

May 8, 2025 08:30 ET

Company Participants

Jalene Hoover - Investor Relations

Mike Duke - President and Chief Executive Officer

Derek D’Antilio - Chief Financial Officer

Conference Call Participants

Timothy Arcuri - UBS

Joe Quattrochi - Wells Fargo

Gary Mobley - Loop Capital

Chris Caso - Wolfe Research

Joshua Buchalter - TD Cowen

Vijay Rakesh - Mizuho

Quinn Bolton - Needham & Company

Joseph Moore - Morgan Stanley

Presentation

Operator

Good morning and welcome to the Allegro MicroSystems Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand the conference over to Jalene Hoover, Vice President of Investor Relations and Corporate Communications.

Jalene Hoover

Thank you, Brianna. Good morning and thank you for joining us today to discuss Allegro’s fiscal fourth quarter and full fiscal year 2025 results. I am joined today by Allegro’s President and Chief Executive Officer, Mike Duke; and Allegro’s Chief Financial Officer, Derek D’Antilio. They will provide highlights of our business, review our quarterly and annual financial performance, and share our first quarter outlook. We will follow our prepared remarks with a Q&A session.

Our earnings release and prepared remarks include certain non-GAAP financial measures. The non-GAAP financial measures that are discussed today are not intended to replace or be a substitute for our GAAP financial results. A reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures are included in our earnings release, which is available in the Investor Relations page of our website at www.allegromicro.com. This call is also being webcast, and a replay will be available in the Events and Presentations section of our IR page shortly.

During the course of this conference call, we will make projections and other forward-looking statements regarding future events or the future financial performance of the company. We wish to caution that such statements are based on current expectations and assumptions as of today’s date and as a result are subject to risks and uncertainties that could cause actual results to differ or events to differ materially from projections. Important factors that can affect our business, including factors that could cause actual results to differ from our forward-looking statements, are described in detail in our earnings release for the fourth quarter of fiscal 2025 and in the most recent periodic and other filings with the Securities and Exchange Commission. Our estimates, expectations or other forward-looking statements may change and the company assumes no obligation to update forward-looking statements to reflect actual results, changes to assumptions or other events that may occur except as required by law....

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